MW
MKL icon

Marcum Wealth’s Markel Group MKL Stock Holding History

Marcum Wealth’s Portfolio MKL Stock Details MKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$351K Sell
188
-3
-2% -$5.52K 0.03% 259
2024
Q4 		$330K Buy
191
+14
+8% +$23.2K 0.03% 267
2024
Q3 		$278K Buy
177
+12
+7% +$18.8K 0.03% 303
2024
Q2 		$260K Buy
165
+14
+9% +$21.7K 0.03% 300
2024
Q1 		$230K Sell
151
-2
-1% -$2.93K 0.02% 316
2023
Q4 		$217K Sell
153
-4
-3% -$5.67K 0.02% 318
2023
Q3 		$231K Sell
157
-4
-2% -$5.86K 0.03% 294
2023
Q2 		$223K Buy
161
+1
+0.6% +$1.34K 0.03% 309
2023
Q1 		$204K Sell
160
-3
-2% -$3.98K 0.03% 322
2022
Q4 		$215K Buy
+163
New +$202K 0.03% 298
2022
Q2 		– Sell
-157
Closed -$232K – 406
2022
Q1 		$232K Buy
+157
New +$203K 0.03% 295

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Marcum Wealth's MKL Position: Q1 2025 in Review

Marcum Wealth reduced its Markel Group (MKL) stake by 1.6% in Q1 2025, selling an estimated $5.52K and leaving 188 shares worth $351K. The position accounts for 0.03% of the portfolio, ranked #259.

Marcum Wealth first reported a position in MKL in Q1 2022 and has held it in 11 quarters since. 851 funds tracked by Wall St. Rank hold MKL as of Q1 2025.

  • Marcum Wealth held 188 shares of Markel Group worth $351K as of Q1 2025.
  • Marcum Wealth sold 3 Markel Group shares in Q1 2025, an estimated $5.52K.
  • Markel Group made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #259 holding.
  • Marcum Wealth first reported a position in Markel Group in Q1 2022 and has held it in 11 quarters since.
  • 851 funds tracked by Wall St. Rank held Markel Group as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.